Patrick Mccallum

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → Present
  Fidelity Brokerage Services Llc
  Birmingham, MI
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Grand Blanc, MI
  Linden, MI
• 2015-01-21 → 2018-07-13
  Strategic Advisers Llc
  Birmingham, MI
  Troy, MI
• 2012-08-09 → 2015-01-05
  Edward Jones
  Maryland Heights, MO
  Marysville, MI
  New Baltimore, MI
  Maryland Heights, MO

Other Businesses

OBA-119797|OrgNmn:Self Employed Musician|Org Addr:Linden,Michigan,US|OBA Nature:Musical Group|Invst Rel:N|Title:Guitar Player / Musician|Duties:Play Live Music 1-2 Times Per Month|StrtDt:07-18-25|TotHrs/mon:6|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2012-08-08

Other Names

• Patrick J Mccallum
• Patrick Joseph Mccallum